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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,304 | $115,917+90.1% | $100,535+119.1% | $158,982+38.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.56% | 34.80%-16.2pp | 30.90%-12.3pp | 302.99%-284.4pp |
| Employer contribution / active EE | $1,744 | $4,105-57.5% | $3,419-49.0% | $4,763-63.4% |
| Participant deferral / active EE | $5,056 | $6,677-24.3% | $6,271-19.4% | $5,983-15.5% |
| Admin fee / account holder | $4 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |